Overview

I am a wholesaler for a mutual fund company based in Orange County. I'm looking to join the retail side of the financial services industry. I would like to purchase an existing book of business, roughly 15-40mil and grow the AUM from there. I also would be open to working with an advisor as part of a succession plan as well if they are looking to exit the business in the next 2-4 years. I have the money to finance my dream and now I just need to find the right fit.

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within 6 months

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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